As we complete assembly of the least qualified and most sycophantic cabinet ever assembled, I look at our government as a corporation. A large behemoth lumbering corporation, but ultimately results are driven by mission, and quality of execution. If I were investing in a corporation and they put in a board of directors like the Trump cabinet? I would short it.
The good new is the Chairman of the board has a plan. He will cal the same folks he called the very best, the very brightest... morons and people of very low quality. Would you bet on the success of such an organization?
I also happen to know that the last administration added a shit ton of debt and could not sustain the employment numbers they inherited from the Obama administration. Good luck finding a Republican that does not believe the exact opposite. While you can suspend reality in politics, I don't think you can suspend reality in the economy. Now I know the board room will be overflowing with praise no matter the results. I think we are going to have perhaps another 6 weeks before it's clear that inflation is surging. And you cannot scapegoat away economic reality. Add the monster debt bomb that the GOP pretends is not a debt bomb? And you have a recipe for something very, very bad to potentially happen economically.
I hope like hell that the exuberance in the market is not as fickle as I think it is. And if I personally continue to lose money on by bets against the market I would be happy to lose more there if the economy can roar. But I see lots of inflationary policies, pettiness, and a general lack of results beyond bluster, from the current cabinet (outside Bessent). And while that may all work very well for television cameras. It tends to negatively impact the bottom line of most corporations.